Services

Comprehensive Financial Planning
Comprehensive Planning

A well-designed financial plan incorporates all of the areas of your financial life into one cohesive strategy. Led by a Certified Financial Planner ®, the Modus team will analyze your investments, tax situation, retirement goals, and employee benefits to develop a comprehensive financial plan. This personalized plan is the roadmap we will follow together, working towards achieving your most important personal and financial goals.

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Investment Management

We manage investment portfolios for successful individuals, designed to help you meet your most important life goals. Utilizing independent research, we develop portfolios that we believe will perform in all economic environments. We manage portfolios of $250,000 or more on a fee-basis. Learn more about how we can help you manage your assets towards the goal to both protect and grow your assets during uncertain times.

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retirement-planning
Retirement Planning

Modus Advisors can help you define and work towards your personal retirement goals. By combining analytical tools with decades of experience helping our clients retire, we can help you design and work towards a fulfilling retirement that can make your golden years the best years of your life. Our specialized tools and advice are designed to give you the peace of mind that your investment assets will allow you to reach your financial goals throughout your lifetime.

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Client Services - Modus Advisors Financial Services Minnesota
General Client Services

The presentation of your personal financial and investment plan is just the beginning of our relationship with you. Our Client Service Plan ensures that we meet with you on a regular basis to stay current on your situation, and to make adjustments to your financial plan throughout the years. We take great pride in the long-term relationships we’ve developed with our clients. Explore working with Modus Advisors to see and feel the difference that a dedicated team can make in working towards your most important goals.

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